See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,126 | $142,344-83.1% | $119,609-79.8% | $134,475-82.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.01% | -12.44%-17.6pp | -14.97%-15.0pp | 417.96%-448.0pp |
| Employer contribution / active EE | $3,125 | $5,222-40.2% | $4,232-26.2% | $4,740-34.1% |
| Participant deferral / active EE | $2,566 | $6,469-60.3% | $5,602-54.2% | $6,400-59.9% |
| Admin fee / account holder | $3,901 | $13,584-71.3% | $10,323-62.2% | $11,426-65.9% |